Need a helping hand?

Related articles

4.2.1 - Lists and Campaigns

Whenever you want to use the automated dialer, you need to follow these two steps:

Create a list and upload leads to this list

Create a campaign and connect a lead list with the campaign

But let's start at the beginning.

1. Lists

Lead lists hold all the contacts you want your team to call. Usually, they are created in your CRM or from your database. For instance, you want your team to call every customer that joined the service before 2016 - all you need to do is to search all matching contacts download the results as comma separated CSV (watch out, semicolon won't work!).

What you can do in the lead section:

You can create a new lead list

You can upload lead contacts ("Load more contacts")

You can download a CSV that shows you the lead status (times called, call outcome, etc.)

You can clear the existing lead list

You can rename the lead list

You can Preview the uploaded leads

You can delete a list

Lead lists must have a specific format, otherwise you cannot upload them to babelforce, so be aware to follow the example strictly.

The file MUST be CSV comma separate. Other formats are not accepted.

The screenshot below explains all the other details:

You must always fill out column A and B. The numbers have to be unique (both in A and B).

If you want, you can also add alternative phone numbers

You can also decide which phone number you want to show to the customer when calling (display number)

And finally, you may add custom fields which you can push to babelConnect to share with your agents or add the information to a call record to improve your reporting

We prepared an example sheet in Google for you. Feel free to download a copy, but remember to download it as CSV.

Watch out, sometimes it takes time before the uploaded leads appear in the list. Wait a moment and reload the page to check whether or not the leads have been added.

That wasn't to hard, right? Campaigns are even easier to set up.

2. Campaigns

Having lists isn't enough. For each Outbound initiate you want to run, you need to create so called "Campaigns". Agents can join these via their babelConnect. They are easy to configure (see also screenshot below):